Client Support Associate
CD Valet
Job Opportunity At Seattle Bank Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services and the website, CD Valet. Our experienced team and open API, cloud-based core technology platform deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank's most recent innovation is CD Valet, a new online marketplace that connects consumers to financial institutions to compare and open Certificates of Deposit (CDs) with the most competitive rates and terms nationwide. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company. This position is responsible for delivering outstanding customer service to Seattle Bank clients. The position will be closely involved in the day-to-day branch activities including operations, customer service, product sales, and the security of the clients' financial transactions. This position is located in our downtown Seattle office and requires full-time, in-person work. Essential Duties Physically attending work on a set and predictable schedule is an essential function of this job. On-board new clients, and assist with daily maintenance of deposit accounts, standard treasury management products, debit and credit cards, online and mobile banking. Process teller transactions. Educate clients on Bank products. Demonstrate an understanding of the Bank's product offerings while ensuring the clients' financial needs are being met. Support Commercial bankers to ensure a seamless client experience. Identify, create and implement process efficiencies. Requirements Due to the collaborative nature of this position, it requires daily in-person work. No exceptions will be granted. Bachelor's degree or equivalent combination of relevant education and experience. 2+ years of experience working in the financial industry. Excellent customer service and problem-solving skills. Ability to identify and resolve complex issues quickly. Strong computer and technical skills. Proficiency in Microsoft Office Suite programs. Ability to read, analyze and interpret business financials and bank statements. Demonstrated big-picture thinking in a fast-paced & ever-changing environment. Exceptional verbal and written communication skills, including the ability to write reports, correspondence and procedures; and interact professionally with customers and coworkers. Effective organizational and time management skills. Seattle Bank Benefits We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: Medical/Vision, and Dental insurance Life Insurance, Long Term Disability, Voluntary Life 401K with Bank contribution, Stock Award, and Incentive Opportunity Paid Time Off: Vacation 3 Weeks Sick Time 1 hour per 40 hours worked Holidays 10 days Transportation and fitness benefits And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities. #J-18808-Ljbffr CD Valet
$55k - $95k
Morgan-Stanley in Bellevue, WA, is seeking a Client Service Associate to support Financial Advisors and enhance client relationships. The role involves executing transactions, managing schedules, and educating clients on digital tools. The successful candidate will have...SuggestedWork at office- ...environment. Applicants must have a valid driver’s license and at least 6 months of experience in a Specimen Processing department. The role involves taking customer phone calls, client follow-ups, and supporting sales and billing operations. #J-18808-Ljbffr 360 IT ProfessionalsSuggested
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$65.5k
...Client Associate & Trust Services (Tax/Bill Pay) We are seeking a full-time Client Associate & Trust Services (Tax/Bill Pay) to join our... ...a plus Alignment with our company values and behaviors Support the cultivation of an inclusive environment and culture by internalizing...SuggestedFull timeWork experience placementWork at officeFlexible hours- ...A business development firm in Seattle is seeking a Business Development Associate to foster new client relationships and assist with outreach initiatives. The ideal candidate is self-motivated and possesses strong communication skills. This role offers a flexible, structured...SuggestedRemote workFlexible hours
- ...advice and guidance. Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...practices align with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk. Identifies...Seasonal workWork at officeShift workDay shift
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$34.62 - $52.4 per hour
...About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo... ...establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships Act as...Ongoing contractWork experience placementWork at officeImmediate start$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... .... Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$20 per hour
...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle...Hourly paySeasonal workWeekend workAfternoon shift$60k - $70k
Your role We’re looking for a client associate to: keep management systems up-to-date with client information educate clients on account... ...Seattle Your team You’ll be working in the Seattle office, supporting a Wealth Management team in the Pacific Northwest market. We...Full timeWork at office$60k - $70k
A leading financial services firm is seeking a client associate in Seattle. This role involves maintaining client information systems, educating clients on services, and preparing reports for meetings. Ideal candidates will have 1-3 years of client service experience in...- Washington Trust Bank is seeking a Relationship Associate to provide administration and support for client relationships in Seattle, WA. This role involves working closely with the Wealth Management team to maintain high service levels and ensure all client needs are met...
$65k - $85k
...people? Responsibilities keep management systems up-to-date with client information educate clients on account services and... ...activities Your team You’ll be working in the Bellevue office, supporting a Wealth Management team in the Pacific Northwest market. We serve...Full timeWork at office$60.5k - $90k
...Senior Client Relationship Associate - Seattle, WA (Onsite) Seattle WA - Seattle, WA 98101 Overview Salary Range $60,500.00 - $90,000.00 Salary... ...our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth...Full timeTemporary workWork at officeFlexible hoursShift work$65.5k
...Client Associate & Trust Services LOCATION: SEATTLE, WA We are seeking a full-time Client Associate & Trust Services to join our team... ...clients by providing trust administration and wealth planning support. Specifically, the Trust Associate will provide key...Full timeContract workWork experience placementWork at officeRemote workFlexible hours$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA; Seattle, WA Position Summary Focus Partners Wealth is seeking a Client Service... ...client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions...InternshipWork at officeRemote work2 days per week$50k - $73k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing,...Work at officeFlexible hours$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for... .... We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience...Hourly payContract workWork experience placementWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...The primary role is to provide client service management support to our clients and operational support to advisor teams....Work at office- ...Our rapidly growing Bellevue financial advisory firm is immediately seeking an 'A-Team' Senior Client Service Associate.Minimum Requirements:Passionate about customer serviceImpeccable character, stainless ethics, and a burning desire for success3+ years in financial...Full timeSeasonal workLocal areaImmediate start
$50k - $60k
...Oppenheimer & Co. Inc. Private Client Division Oppenheimer & Co. Inc. ("Oppenheimer... ...management services. Client Service Associate Oppenheimer & Co. Inc.'s Private Client... ...The CSA's primary responsibility is to support Financial Professionals in day-to-day operations...Full timePart timeLocal area$60k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area$55k - $95k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our... ...relationships and provide high-level operational and administrative support to advisors and team members. This is an exciting...Summer work- ...divh2Client Service Associate/h2pGreater Seattle Area/ppOur client is a growing wealth management firm serving UHNW individuals, families, and institutions... ...of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced...Work at office
$31.4 - $38.6 per hour
...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...Administrative Responsibilities: Provide administrative oversight and support the Lead Advisors on strategic needs. Prepare various...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours$22.64 per hour
...Client Services Associate Seattle, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services... ...mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Overall...Temporary workWork experience placementImmediate startFlexible hours$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to... ...non-Advisor-related inquiries, including administrative support, and money movements. Mentorship & Leadership: Serve...Full timeSummer workWork at office- Lockton is seeking a motivated Associate Account Executive in Seattle to support its Employee Benefits practice. This vital role emphasizes strong relationship... ...servicing a designated book of business, managing client projects, and providing strategic consulting. Ideal candidates...
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